Kelly King

Kelly King is a financial consultant in Charleston, SC, serving clients throughout Coastal SC. As a Private Banker with First Citizens Wealth, Kelly King provides wealth management consulting designed to help individuals make informed financial decisions and create strategies that align with specific life goals.

The approach to wealth management begins with a consultative conversation to understand a client's future objectives and primary concerns. Based on these discussions, personalized plans are developed to address financial goals, integrate business and personal strategic plans, and structure debt to leverage assets effectively. Services include evaluating asset protection, establishing long-term family security, and ensuring estate plan intentions are fulfilled through coordination with tax and legal professionals. This practice is backed by a heritage of over 125 years of helping clients plan for the future.

Located on East Bay Street in Charleston, this office is situated near the Old Exchange & Provost Dungeon and The Old Slave Mart museums. The location is also a short walk from the Elizabeth Timothy Marker and the North Echo Rock attraction.

The business is recognized for its strength, stability, and consistency in delivering customized advice and personal attention. With expertise involving FINRA Series 7, 63, 66, and Series 6 registrations, the practice provides professional guidance to help clients navigate various stages of their financial journeys.

Kelly King offers dedicated financial consulting to help residents of Charleston and Coastal SC build comprehensive, customized plans for their future.

Services:

• Cash Flow Planning
• Customized Lending
• Debt Management
• Personal Banking Solutions